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Levelup Intelligence Inc.

Financial reporting software for firms that manage portfolios of small and midsize businesses.

Updated Nov 10, 2026·Latest SEC filing Apr 14, 2026·Suggest an edit

About Levelup

Levelup is a private company based in Provo, Utah, incorporated in 2024 in Delaware. It has reported $225,000 raised in one offering on Form D since April 2026. Its chief executive is Jon Willson.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Mar 31, 2026Apr 14, 2026$225,000target not set5$45,000OptionsRule 506(b)Form D ↗

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Levelup's Form D filed Apr 14, 2026.

JW
Jon Willson
CEO and director

Sources

  1. SECLevelup Intelligence Inc. filing history